When your clients use PortWorth, they arrive at tax time with a consolidated CGT report, dividend history, and trade records — across every broker, platform, and asset class — shareable with you via a single secure link.
Your client tracks their portfolio throughout the year. At 30 June, they generate and share a report — with you, not with us.
Your client enters holdings from CommSec, Stake, crypto wallets, super and property into PortWorth throughout the year — no broker logins required.
At 30 June, your client opens the Tax tab and generates their CGT P&L report and dividend income summary for the financial year.
One click generates a secure, read-only share link. You receive exactly what you need — CGT events, dividend history, cost basis — without touching their account.
Each share link gives you read-only access to the data that matters for EOFY — without PDFs, screenshots or spreadsheets.
Per-disposal breakdown: acquisition date, disposal date, cost base, proceeds, gain/loss, and 50% discount eligibility. Covers ASX, US equities and crypto.
All dividend and distribution income by financial year, including franking credits where recorded. Consolidated across all platforms.
Full acquisition history per holding, including average cost base per unit. Handles multiple parcels at different prices.
Separate CGT reports for SMSF, family trust, company and personal holdings. Each entity is treated independently.
Instead of chasing broker PDFs, reconciling spreadsheets by hand, and fielding last-minute calls about missing data, your client shares a single link. The CGT report is ready to review, dividend history is already consolidated, and the trade log carries cost basis per parcel — so you start the return with the numbers in front of you.
Generated per Australian financial year (1 July – 30 June), including each disposal event with acquisition date, disposal date, cost base, proceeds, capital gain or loss, and whether the 50% CGT discount applies. Designed to be accountant-ready and shareable via a secure read-only link.
Yes. PortWorth supports multi-entity structures including SMSFs, family trusts, companies and personal holdings. Each entity is tracked separately with its own CGT report and income history.
Yes. Clients generate a read-only share link from their dashboard at EOFY. You receive access to their CGT report, dividend income history and portfolio holdings without needing their login credentials.
Yes. PortWorth tracks the acquisition date and holding period for each parcel. Disposals held more than 12 months are flagged as eligible for the 50% CGT discount, and the report distinguishes between discountable and non-discountable gains.
ASX equities (CommSec, any AU broker), US equities (Stake, IBKR), managed funds, cryptocurrency, superannuation, and property. Clients manually enter holdings — no broker login or API connection required.
Share this page with a client who could benefit from having their financial data in one place — or contact us to discuss professional access.